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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $16,102 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,203 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,473 | $99,957-34.5% | $149,715-56.3% | $73,493-10.9% |
| Participation rate | 98.1% | 75.7%+22.4pp | 82.5%+15.7pp | 70.7%+27.5pp |
| Annual return | 13.95% | 53.87%-39.9pp | 276.66%-262.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $3,714 | $3,191+16.4% | $4,645-20.0% | $2,270+63.6% |
| Participant deferral / active EE | $7,109 | $6,073+17.1% | $6,842+3.9% | $3,740+90.1% |
| Admin fee / account holder | $199 | $551-63.8% | $9,310-97.9% | $513-61.1% |